Blueprint Investment Partners’s Novartis NVS Stock Holding History

Blueprint Investment Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,142	Closed	-$289K	–	199
2023 Q1	$289K	Buy	3,142 +376	+14%	+$32.8K	0.07%	185
2022 Q4	$251K	Buy	+2,766	New	+$233K	0.05%	179
2022 Q3	–	Sell	-3,865	Closed	-$327K	–	178
2022 Q2	$327K	Buy	+3,865	New	+$339K	0.09%	106
2021 Q4	–	Sell	-3,422	Closed	-$280K	–	254
2021 Q3	$280K	Buy	+3,422	New	+$308K	0.14%	101

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blueprint Investment Partners's NVS Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Novartis (NVS) in Q2 2023, closing a stake of 3,142 shares — an estimated $289K sold.

Blueprint Investment Partners first reported a position in NVS in Q3 2021 and held it in 4 quarters. The position peaked at $327K in Q2 2022. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Blueprint Investment Partners reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 3,142 Novartis shares in Q2 2023, an estimated $289K.
Blueprint Investment Partners first reported a position in Novartis in Q3 2021 and held it in 4 quarters.
Blueprint Investment Partners's Novartis position peaked at $327K in Q2 2022.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.